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July 2021 Thumbnail

July 2021

If you’re like most of us, it’s hard to not keep an eye on how the U.S. economy is recovering from everything that’s happened since the start of 2020. However, it’s also easy to fixate on the gloomier economic indicators and try to interpret them as potential warning signs for the recovery and our portfolios. A popular one as of late is federal government debt, which reached a record $28 trillion in March. You might hear pundits and colleagues suggesting that this spells doom for the stock markets and your portfolio. Before making any rash decisions, let’s examine the relationship between federal debt and stock market performance.

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June 2021 Thumbnail

June 2021

Investors are increasingly focused on another number: inflation. We should take time to understand where that number comes from and what it means. Knowing this answer and the different ways inflation is calculated can help add some valuable perspective the next time you hear it discussed in the news media or among colleagues.

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May 2021 Thumbnail

May 2021

Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be alarming for even the most steely and disciplined investors. So, when markets reach all-time highs, investors tend to be concerned about investing their hard-earned money in overvalued stocks. We believe that every day is a good day to invest no matter what the market has done recently.

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April 2021 Thumbnail

April 2021

Every year we try to beat those insurmountable odds to best our friends and colleagues during the NCAA March Madness season. It is not that different from investing when you think about it. We would all love to pick out which investments will fare the best over the coming period.

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March 2021 Thumbnail

March 2021

Tulips were first imported from Turkey to Western Europe in the late 1500s. There was a demand that led tulips being listed on the Amsterdam stock exchange in 1636. At its peak, a single tulip bulb could be worth thousands of florins, a gold coin of varying weight and purity. Could such an amazing run last? Of course not, and tulips’ value would come crashing back down to earth over a three-year period ending in 1638. This is regarded as one of the earliest, most extreme asset bubbles in history.

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February 2021 Thumbnail

February 2021

No matter how entertaining the markets can get, keep a long term focus and look past the daily noise. Read this article to understand what a few key terms and mechanics of the stock market means.

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January 2021 Thumbnail

January 2021

When I look at 2020, I am reminded that whether we are talking about industries or individual stocks, predicting the market is extremely difficult. Some people get lucky, but the skill to have repeat performance is rare.

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